Customer Service Advisor - Group retirement plans

Primary Locations: Montreal, Quebec

Attendance: Hybrid

• You have experience in group retirement plans (RRSP, DPSP, SPP)?
• You are recognized by your excellent customer service and ability to communicate with clients?
• You are interested in providing customer service and growing a business remotely and on the road?
• You are a team player able to share best practices and support your colleagues?

Being a Customer Service Advisor - Group retirement plans for group pension plans, it’s guiding corporate clients and their employees. You will be in charge of servicing group retirement plans clients and you will coordinate the group plan setup at the client’s facility or at distance.  You will contribute to the revenue growth of the sector by ensuring customer satisfaction and efficiency through the implementation process. You will join a unified team that is mobilized under the leadership of the Group retirement plans Director.

Your role :

• Build and maintain good customer relationships and keep an open channel of communication with internal partners 
• Continuosly innovating client approach to sustain asset growth
• Help resolve clients obstacles  
• Coordinating the onboarding process with new and existing clients

More specifically, you will have to do:

• Take lead of internal National Bank referrals
• Insure group retirement plan implementation through TEAMS and on the road (Québec, Ontario and Western Canada)
• Train group plan administrators on our platform
• Organize and lead employee group training sessions
• Supervise the administrative tasks linked to implementation
• Manage and problem solve with partners in order to maintain customer satisfaction
• Ensure that compliance and internal policies are in place

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Competencies required:

• A representative's certificate in group insurance of persons issued by the AMF (completed or on the way) is required
• Completed Bachelor’s degree, linked to the business field, with 3 pertinent years of experience
• Sales and customer service experience
• Group retirement plan industry knowledge
• Thorough follow up skills with client
• Capacity for analysis and synthesis
• Good time and priority management skills
• Comfortable in group presentation setting
• Bilingual (oral/written) French and English as you serve our unilingual anglophone clientele

Your benefits: 
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Initiatives promoting community involvement
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :  
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?